User and role permissions

Permissions allow administrators to restrict what users can do in AdButler. You can manage users and their permissions in the User Accounts section.

AdButler has an optional Roles feature that lets you create templates of permissions instead of manually setting each user account's permissions. You can then quickly assign those templates to multiple user accounts. For more information, read Roles for user accounts. By default, only Enterprise subscribers have Roles enabled. Contact our support team if you want to have this feature added to your account.

When you create a new user account, you must set its permissions right away. But you can also adjust the permissions of existing users at any time.

Depending on your subscription, some of the permissions listed may not be in your account.

A role's permission settings in AdButler

The possible permissions are:

Role exclusive

Default Role

Entities Access

Publisher Access

Sections Access

Statistics
Active Links
Native Ad Templates
Product DB
Media Library
User Management
Bidder Management
Programmatic
Contract Management
Self-Serve Management
Support Tickets
Manage API Keys

Targeting Access

Target Assignments
Data Key Management
Keyword Management
Geographic Target Management
Postal Code Target Management
Platform Target Management
Audience Management


Default Role

For roles only. When enabled, the role will be automatically assigned to new users.

By default, only Enterprise subscribers have roles enabled. Contact our support team if you want this feature added to your account. For more information, read Roles for user accounts.

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Publisher Access

This dictates which publishers the user or role can manage. When a user has access to at least one publisher, they can:

  • Create new publishers
  • Edit, archive, and delete the publishers they created and the existing publishers that they can access
  • Create, edit, archive, and delete zones in the publishers they created and in the existing publishers that they can access
  • Create, copy, and delete ad items in the publishers they created and in the existing publishers that they can access

This permission has three settings: No Publisher Access, Select Publishers, and All Publishers.

When set to No Publisher Access, the user will not be able to access the main Publishers section. They will not be able to perform any actions related to publishers and zones, including creating new publishers.

When you set this to Select Publishers, be sure to click on the Selected Publishers button to choose which publishers the user or role can access.

Ticking the Allow assignment of ads directly to campaigns checkbox will allow the user to assign ads to campaigns that are assigned to the publishers they created and in the existing publishers that they can access.

Campaigns can be simultaneously assigned to zones owned by different publishers. Adding an ad item to a campaign can affect publishers that the user does not have permission to access.

For more information, read About publishers, About zones, About ad items, and About campaigns.

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Statistics

This dictates which Dashboard activity charts the user can view and the scope of the statistics reports they can create. It has three settings: No Statistics, Assigned Advertisers and Publishers, and Full Access.

When set to Assigned Advertisers and Publishers, the user will be able to see only the statistics of the advertisers and publishers that they are allowed to access.

When set to Full Access, the user will be able to see the statistics of all publishers and advertisers, even if they don't have permission to manage all publishers and advertisers.

For more information, read Statistics in AdButler.

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When enabled, the user will be able to create, edit, and delete simple tracking links in the Links section.

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Native Ad Templates

When enabled, the user will be able to create, edit, and delete native ad templates.

The features related to this permission require the Enhanced Ads add-on. For more information on adding add-ons to your subscription, read How to change your subscription.

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Product DB

This permission is related to an upcoming feature. We will provide more information when this feature is released.

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Media Library

When enabled, the user will be able to create, edit, and delete folders and files in the Media Library. For more information, read How to upload an ad creative.

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User Management

When enabled, the user will be able to create, edit, and delete user accounts. This includes the ability to edit permissions, including for their own account.

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Bidder Management

When enabled, the user will be able to create, edit, and delete bidders used in programmatic ad setups. The user will also be able to assign and unassign bidders in the zones that they can access.

For more information, read How to set up header bidding zones.

The features related to this permission require the Programmatic Solution add-on. For more information on adding add-ons to your subscription, read How to change your subscription.

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Programmatic

When enabled, the user will be able to manage the programmatic features in AdButler:

  • Demand sources
  • PMP deals
  • OpenRTB bidding
  • Zone properties related to programmatic advertising

For more information, read our documentation on Programmatic advertising.

The features related to this permission require the Programmatic Solution add-on. For more information on adding add-ons to your subscription, read How to change your subscription.

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Contract Management

When enabled, the user will be able to:

  • Create new contracts
  • Edit and delete any contract
  • Create new contract templates
  • Edit and delete any contract template
  • Request for contract signatures

For more information, read How to create contracts, How to create contract templates, How to manage contracts, and How to request for contract signatures.

The features related to this permission require at least the Standard version of the Contract Management add-on. For more information on adding add-ons to your subscription, read How to change your subscription.

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Self-Serve Management

When enabled, the user will be able to:

  • Create new Self-Serve portals
  • Edit and delete any portal
  • Manage orders and campaigns in any portal

For more information, read our documentation on Self-Serve.

The features related to this permission require the Self-Serve Marketplace add-on. For more information on adding add-ons to your subscription, read How to change your subscription.

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Support Tickets

When enabled, the user will be able to open a support ticket, as well as view and manage their created tickets. For more information, read How to open a support ticket.

This permission will be available only if you have the Extended Support, Priority Support, or Personalized Support package. For more information on adding a support package, read How to change your subscription.

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Manage API Keys

When enabled, the user will be able to create and delete API keys.

The feature related to this permission requires the API Access add-on. For more information on adding add-ons to your subscription, read How to change your subscription. Further, this permission is hidden by default. If you already have the API Access add-on, contact our support team to add this permission to your account.

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Target Assignments

When enabled, the user will be able to assign targets to and remove targets from placements. The targeting options are:

The features related to this permission require the Targeting add-on. For more information on adding add-ons to your subscription, read How to change your subscription. Further, Data keys and Audiences are disabled by default. If you already have the Targeting add-on, please open a ticket from your AdButler dashboard and submit a request if you want us to enable them in your account.

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Data Key Management

When enabled, the user will be able to create, edit, and delete data keys and data key rules templates.

The features related to this permission require the Targeting add-on. For more information on adding add-ons to your subscription, read How to change your subscription. Further, data keys are disabled by default. If you already have the Targeting add-on, please open a ticket from your AdButler dashboard and submit a request if you want us to enable them in your account.

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Keyword Management

When enabled, the user will be able to create, edit, and delete keyword targets.

The features related to this permission require the Targeting add-on. For more information on adding add-ons to your subscription, read How to change your subscription.

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Geographic Target Management

When enabled, the user will be able to create, edit, and delete geographic/location targets.

The features related to this permission require the Targeting add-on. For more information on adding add-ons to your subscription, read How to change your subscription.

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Postal Code Management

When enabled, the user will be able to create, edit, and delete postal code/zip code targets.

The features related to this permission require the Targeting add-on. For more information on adding add-ons to your subscription, read How to change your subscription.

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Platform Target Management

When enabled, the user will be able to create, edit, and delete platform/device targets.

The features related to this permission require the Targeting add-on. For more information on adding add-ons to your subscription, read How to change your subscription.

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Audience Management

When enabled, the user will be able to create, edit, and delete audiences.

The features related to this permission require the Targeting add-on. For more information on adding add-ons to your subscription, read How to change your subscription. Further, Audiences are disabled by default. If you already have the Targeting add-on, please open a ticket from your AdButler dashboard and submit a request if you want us to enable it in your account.

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